See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,729 | $133,958-53.9% | $112,228-45.0% | $134,475-54.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -14.85% | 47.11%-62.0pp | 27.45%-42.3pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,112 | $4,038-47.7% | $3,635-41.9% | $4,740-55.4% |
| Participant deferral / active EE | $6,838 | $5,291+29.2% | $4,728+44.6% | $6,400+6.8% |
| Admin fee / account holder | $3,480 | $7,489-53.5% | $6,410-45.7% | $11,426-69.5% |